Effectively oversee and manage a portfolio of middle-market relationships covering 27 states and 43 RCBO’s. Manage credit exposure limits of up to $10MM. Work with senior management in developing annual business plans and directing the group in the execution of these plans. Closely collaborate with partner groups to ensure that the financial needs of Wells Fargo clients are met. Oversee a variety of areas including underwriting, enterprise valuation, risk management, and talent management. Manage 3 direct reports and a team total of 9 credit professionals.
Led a team of 10 Portfolio Managers and 4 Administrative Staff covering three business lines. These lines included Minneapolis Middle Market Commercial Banking (customers with annual revenues of $20M to $500M); Twin Cities Depository & Payment Solutions (Deposit centric clients utilizing Treasury Management Solutions); and Twin Cities Non-Profit Banking (comprised of the arts, academics, sciences, and other 501c3 organizations.) Managed a total of 120 relationships with $1.5B in commitments.